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SCHR

Schwab Intermediately-Term US Treasury ETF

481 hedge funds and large institutions have $9.97B invested in Schwab Intermediately-Term US Treasury ETF in 2025 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 239 increasing their positions, 122 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 122

41% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 46

2% more funds holding in top 10

Funds holding in top 10: 4647 (+1)

2% more funds holding

Funds holding: 471481 (+10)

4% more capital invested

Capital invested by funds: $9.56B → $9.97B (+$417M)

1.12% less ownership

Funds ownership: 83.21%82.09% (-1.1%)

Holders
481
Holders Change
+10
Holders Change %
+2.12%
% of All Funds
5.85%
Holding in Top 10
47
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.17%
% of All Funds
0.57%
New
65
Increased
239
Reduced
122
Closed
46
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WWM
451
Wolff Wiese Magana
California
$4.19K
HFS
452
Hantz Financial Services
Michigan
$4K +$2.21K +88 +116%
WTC
453
WhitTier Trust Company
Nevada
$3.97K
CP
454
Camelot Portfolios
Ohio
$3.94K +$3.95K +157 New
RIL
455
Rothschild Investment LLC
Illinois
$3.76K
WAG
456
Wiser Advisor Group
Arizona
$3.6K +$25 +1 +0.7%
BWL
457
Bogart Wealth LLC
Virginia
$3.59K +$3.6K +143 New
MEG
458
Millstone Evans Group
Colorado
$3.41K
HAP
459
Harbor Asset Planning
Massachusetts
$3.41K +$3.42K +136 New
MWA
460
Medallion Wealth Advisors
Connecticut
$3.04K -$5.13K -204 -63%
AC
461
AlphaCore Capital
California
$3.01K -$135K -5,351 -98%
SWP
462
Strategic Wealth Partners
Ohio
$2.96K -$5.13K -204 -63%
BLC
463
Brown, Lisle/Cummings
Rhode Island
$2.91K
FMP
464
Financial Management Professionals
Texas
$2.76K
QC
465
Quent Capital
New York
$2.16K +$2.16K +86 New
BAM
466
Bellevue Asset Management
Washington
$2.16K
S
467
SignatureFD
Georgia
$1.91K
GWM
468
Greenline Wealth Management
Florida
$1.48K +$1.49K +59 New
MFC
469
Morris Financial Concepts
South Carolina
$1.46K
LWM
470
Lodestone Wealth Management
Washington
$1.4K +$1.41K +56 New
SL
471
Salomon & Ludwin
Virginia
$1.26K
KG
472
Kilter Group
New York
$1.18K
AAP
473
Arax Advisory Partners
Colorado
$853 +$856 +34 New
RFP
474
Root Financial Partners
California
$752 -$1.13K -45 -60%
TAM
475
Tucker Asset Management
Colorado
$752